RTC

Riverview Trust Company Portfolio holdings

AUM $83.1M
1-Year Est. Return 17.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$1.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$493K
2
+$344K
3
+$315K
4
KLAC icon
KLA
KLAC
+$308K
5
ROP icon
Roper Technologies
ROP
+$301K

Top Sells

1
+$358K
2
+$340K
3
+$300K
4
STZ icon
Constellation Brands
STZ
+$262K
5
INTC icon
Intel
INTC
+$254K

Sector Composition

1 Technology 11.25%
2 Healthcare 9.3%
3 Financials 7.49%
4 Materials 7.46%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$0 ﹤0.01%
5
277
– –
-558
278
– –
-1,314
279
– –
-262
8 9 10 11
12